Matthew Wang Email & Phone Number
Family Office Principal @ Merrill Lynch
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Matthew Wang Location
- New York, NY, US
Matthew Wang Work
- Family Office Principal @ (October 2025 - Present)
- Private Wealth Advisor @ (January 2022 - September 2025)
- Vice President, Global Equities (BofA Securities) @ (July 2015 - July 2022)
- Producer @ (January 2023 - Present)
- Private Wealth Management TA • Grad Student @ (January 2017 - January 2019)
- Strategic Headquarters Intelligence Officer @ (January 2012 - January 2015)
- Senior Division Intelligence Officer @ (January 2010 - January 2012)
- Junior Intelligence Officer @ (January 2006 - January 2010)
Matthew Wang Education
- United States Military Academy at West Point
Bachelor of Science (BS)
- Columbia Business School
Masters of Business Administration (MBA)
- St. John's School, Upper Tumon, Guam
High School (International Baccalaureate® (IB) Diploma Programme Candidate)
- Yale School of Management
Wealth Management Theory & Practice
Matthew Wang Skills
- Easily Adaptable
- Emotional Intelligence
- Active Listening
- Communication
- Leadership
- Business Development
- Client Relations
- Customer Experience Management
- Customer Relationship Management (CRM)
- Customer Segmentation Strategy
- Financial Services
- Lead Generation
- Marketing Strategy
- Networking
- New Client Acquisitions
- Portfolio Management
- Private Wealth Management
- Product Development
- Revenue Generation
- Sales Growth
- Sales Strategy
Matthew Wang Summary
- Matthew Wang, based in New York, NY, US, is currently a Family Office Principal at Merrill Lynch. Matthew Wang brings experience from previous roles at Merrill Lynch, Oh Six Answers and Columbia Business School. Matthew Wang holds a Bachelor of Science (BS) @ United States Military Academy at West Point. With a robust skill set that includes Easily Adaptable, Emotional Intelligence, Active Listening, Communication, Leadership and more. Matthew Wang has 2 emails and 2 mobile phone numbers on RocketReach.
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